ARMK
Aramark·NYSE
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ARMK fundamentals
Aramark (ARMK) released its earnings on Nov 17, 2025: revenue was 5.05B (YoY +12.47%), missed estimates; EPS was 0.57 (YoY +5.56%), missed estimates.
Revenue / YoY
5.05B
+12.47%
EPS / YoY
0.57
+5.56%
Report date
Nov 17, 2025
ARMK Earnings Call Summary for Q4,2025
- Revenue Beat: 14% Q4 organic growth, 7% full-year growth (excluding 53rd week). FY26 guidance: $19.45B-$19.85B revenue (7%-9% growth).
- New Business Dominance: $1.6B gross new wins (12% YoY), 5.6% net new growth. Penn Medicine deal to launch early 2026.
- Retention Excellence: 96.3% retention rate, 40% incentive comp tied to net new. FY26 target: 4%-5% net new, >95% retention.
- Financial Strength: Adjusted EPS $1.82 (20% YoY). FY26 EPS guidance: $2.18-$2.28 (20%-25% growth). Free cash flow up 40%.
- Margin Expansion: 30-40bps margin growth in FY26, driven by AI, supply chain, and cost control. Q1 margin impact from 53rd week timing (~3% revenue drag).
- Strategic Wins: Penn Medicine AI platform, NFL record revenue in Ireland, and expansion in Workplace Experience (law firms, micro markets).
- Risk Management: 3% inflation expected. Medical costs reduced via GLP-1 coverage changes.
EPS
Revenue
Revenue & Expenses
ARMK has released its 2025 Q4 earnings report, with revenue of 5.05B, reflecting a YoY change of 14.30%, and net profit of 87.24M, showing a YoY change of -28.64%. The Sankey diagram below clearly presents ARMK's revenue sources and cost distribution.
Key Indicators
Aramark (ARMK) key financial stats and ratios, covering profitability, financial health, and leverage.
Aramark (ARMK)'s revenue and profit trends over recent years, visualized with a waterfall chart to showcase the revenue-to-profit funnel.
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Aramark (ARMK)'s asset and liability trends over recent years, visualized with a waterfall chart to illustrate changes in its asset-liability structure.
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Aramark (ARMK)'s cash flow trends over recent years, visualized with a waterfall chart to illustrate changes in its operating, investing, and financing cash flows.
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Where does Aramark (ARMK) generate its revenue? Explore its key revenue streams and top earning regions.
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Track Aramark (ARMK) Dividend Yield, Payout Ratio & Sustainability Through Its Dividend History
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Dividend Yield
You can ask Aime
What were the key takeaways from Aramark's earnings call?What factors drove the changes in Aramark's revenue and profit?What is Aramark's latest dividend and current dividend yield?Did Aramark beat or miss consensus estimates last quarter?What is the market's earnings forecast for Aramark next quarter?What does Aramark do and what are its main business segments?What guidance did Aramark's management provide for the next earnings period?What were the key takeaways from Aramark’s earnings call?
